See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,838 | $92,222-40.5% | $76,768-28.6% | $135,375-59.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.83% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,257 | $3,216-29.8% | $2,485-9.2% | $4,779-52.8% |
| Participant deferral / active EE | $8,972 | $4,509+99.0% | $3,852+132.9% | $5,609+60.0% |
| Admin fee / account holder | $771 | $10,748-92.8% | $6,675-88.4% | $10,827-92.9% |